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Legacy Wealth Management (Idaho)’s Principal Financial Group PFG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.72K Hold
72
– – ﹤0.01% 376
2025
Q1 		$6.08K Hold
72
– – ﹤0.01% 396
2024
Q4 		$5.93K Sell
72
-113
-61% -$9.3K ﹤0.01% 359
2024
Q3 		$16K Buy
+185
New +$16K 0.01% 250